Files
OpenBB/openbb_platform/openbb/package/regulators_sec.py
Pratyush Shukla 59e2099a1f [BugFix] Disable Intrinio InstitutionalOwnership model (#6142)
* disable fetcher in init and fetcher tests

* disable provider test params from equity python and api tests

* updated static
2024-02-28 14:57:51 +00:00

456 lines
14 KiB
Python

### THIS FILE IS AUTO-GENERATED. DO NOT EDIT. ###
from typing import Literal, Optional
from openbb_core.app.model.custom_parameter import OpenBBCustomParameter
from openbb_core.app.model.obbject import OBBject
from openbb_core.app.static.container import Container
from openbb_core.app.static.utils.decorators import exception_handler, validate
from openbb_core.app.static.utils.filters import filter_inputs
from typing_extensions import Annotated
class ROUTER_regulators_sec(Container):
"""/regulators/sec
cik_map
institutions_search
rss_litigation
schema_files
sic_search
symbol_map
"""
def __repr__(self) -> str:
return self.__doc__ or ""
@exception_handler
@validate
def cik_map(
self,
symbol: Annotated[
str, OpenBBCustomParameter(description="Symbol to get data for.")
],
provider: Optional[Literal["sec"]] = None,
**kwargs
) -> OBBject:
"""Map a ticker symbol to a CIK number.
Parameters
----------
symbol : str
Symbol to get data for.
provider : Optional[Literal['sec']]
The provider to use for the query, by default None.
If None, the provider specified in defaults is selected or 'sec' if there is
no default.
Returns
-------
OBBject
results : CikMap
Serializable results.
provider : Optional[Literal['sec']]
Provider name.
warnings : Optional[List[Warning_]]
List of warnings.
chart : Optional[Chart]
Chart object.
extra : Dict[str, Any]
Extra info.
CikMap
------
cik : Optional[Union[int, str]]
Central Index Key (CIK) for the requested entity.
Example
-------
>>> from openbb import obb
>>> obb.regulators.sec.cik_map(symbol="MSFT").results.cik
>>> 0000789019
""" # noqa: E501
return self._run(
"/regulators/sec/cik_map",
**filter_inputs(
provider_choices={
"provider": self._get_provider(
provider,
"/regulators/sec/cik_map",
("sec",),
)
},
standard_params={
"symbol": symbol,
},
extra_params=kwargs,
)
)
@exception_handler
@validate
def institutions_search(
self,
query: Annotated[str, OpenBBCustomParameter(description="Search query.")] = "",
use_cache: Annotated[
Optional[bool],
OpenBBCustomParameter(
description="Whether or not to use cache. If True, cache will store for seven days."
),
] = True,
provider: Optional[Literal["sec"]] = None,
**kwargs
) -> OBBject:
"""Search SEC-regulated institutions by name and return a list of results with CIK numbers.
Parameters
----------
query : str
Search query.
use_cache : Optional[bool]
Whether or not to use cache. If True, cache will store for seven days.
provider : Optional[Literal['sec']]
The provider to use for the query, by default None.
If None, the provider specified in defaults is selected or 'sec' if there is
no default.
Returns
-------
OBBject
results : List[InstitutionsSearch]
Serializable results.
provider : Optional[Literal['sec']]
Provider name.
warnings : Optional[List[Warning_]]
List of warnings.
chart : Optional[Chart]
Chart object.
extra : Dict[str, Any]
Extra info.
InstitutionsSearch
------------------
name : Optional[str]
The name of the institution. (provider: sec)
cik : Optional[Union[int, str]]
Central Index Key (CIK) (provider: sec)
Example
-------
>>> from openbb import obb
>>> obb.regulators.sec.institutions_search(query="blackstone real estate").to_df()
""" # noqa: E501
return self._run(
"/regulators/sec/institutions_search",
**filter_inputs(
provider_choices={
"provider": self._get_provider(
provider,
"/regulators/sec/institutions_search",
("sec",),
)
},
standard_params={
"query": query,
"use_cache": use_cache,
},
extra_params=kwargs,
)
)
@exception_handler
@validate
def rss_litigation(
self, provider: Optional[Literal["sec"]] = None, **kwargs
) -> OBBject:
"""The RSS feed provides links to litigation releases concerning civil lawsuits brought by the Commission in federal court.
Parameters
----------
provider : Optional[Literal['sec']]
The provider to use for the query, by default None.
If None, the provider specified in defaults is selected or 'sec' if there is
no default.
Returns
-------
OBBject
results : List[RssLitigation]
Serializable results.
provider : Optional[Literal['sec']]
Provider name.
warnings : Optional[List[Warning_]]
List of warnings.
chart : Optional[Chart]
Chart object.
extra : Dict[str, Any]
Extra info.
RssLitigation
-------------
published : Optional[datetime]
The date of publication. (provider: sec)
title : Optional[str]
The title of the release. (provider: sec)
summary : Optional[str]
Short summary of the release. (provider: sec)
id : Optional[str]
The identifier associated with the release. (provider: sec)
link : Optional[str]
URL to the release. (provider: sec)
Example
-------
>>> from openbb import obb
>>> obb.regulators.sec.rss_litigation().to_dict("records")[0]
""" # noqa: E501
return self._run(
"/regulators/sec/rss_litigation",
**filter_inputs(
provider_choices={
"provider": self._get_provider(
provider,
"/regulators/sec/rss_litigation",
("sec",),
)
},
standard_params={},
extra_params=kwargs,
)
)
@exception_handler
@validate
def schema_files(
self,
query: Annotated[str, OpenBBCustomParameter(description="Search query.")] = "",
use_cache: Annotated[
Optional[bool],
OpenBBCustomParameter(
description="Whether or not to use cache. If True, cache will store for seven days."
),
] = True,
provider: Optional[Literal["sec"]] = None,
**kwargs
) -> OBBject:
"""A tool for navigating the directory of SEC XML schema files by year.
Parameters
----------
query : str
Search query.
use_cache : Optional[bool]
Whether or not to use cache. If True, cache will store for seven days.
provider : Optional[Literal['sec']]
The provider to use for the query, by default None.
If None, the provider specified in defaults is selected or 'sec' if there is
no default.
url : Optional[str]
Enter an optional URL path to fetch the next level. (provider: sec)
Returns
-------
OBBject
results : SchemaFiles
Serializable results.
provider : Optional[Literal['sec']]
Provider name.
warnings : Optional[List[Warning_]]
List of warnings.
chart : Optional[Chart]
Chart object.
extra : Dict[str, Any]
Extra info.
SchemaFiles
-----------
files : Optional[List[str]]
Dictionary of URLs to SEC Schema Files (provider: sec)
Example
-------
>>> from openbb import obb
>>> data = obb.regulators.sec.schema_files()
>>> data.files[0]
>>> https://xbrl.fasb.org/us-gaap/
>>> #### The directory structure can be navigated by constructing a URL from the 'results' list. ####
>>> url = data.files[0]+data.files[-1]
>>> #### The URL base will always be the 0 position in the list, feed the URL back in as a parameter. ####
>>> obb.regulators.sec.schema_files(url=url).results.files
>>> ['https://xbrl.fasb.org/us-gaap/2024/'
>>> 'USGAAP2024FileList.xml'
>>> 'dis/'
>>> 'dqcrules/'
>>> 'ebp/'
>>> 'elts/'
>>> 'entire/'
>>> 'meta/'
>>> 'stm/'
>>> 'us-gaap-2024.zip']
""" # noqa: E501
return self._run(
"/regulators/sec/schema_files",
**filter_inputs(
provider_choices={
"provider": self._get_provider(
provider,
"/regulators/sec/schema_files",
("sec",),
)
},
standard_params={
"query": query,
"use_cache": use_cache,
},
extra_params=kwargs,
)
)
@exception_handler
@validate
def sic_search(
self,
query: Annotated[str, OpenBBCustomParameter(description="Search query.")] = "",
use_cache: Annotated[
Optional[bool],
OpenBBCustomParameter(
description="Whether or not to use cache. If True, cache will store for seven days."
),
] = True,
provider: Optional[Literal["sec"]] = None,
**kwargs
) -> OBBject:
"""Search for Industry Titles, Reporting Office, and SIC Codes. An empty query string returns all results.
Parameters
----------
query : str
Search query.
use_cache : Optional[bool]
Whether or not to use cache. If True, cache will store for seven days.
provider : Optional[Literal['sec']]
The provider to use for the query, by default None.
If None, the provider specified in defaults is selected or 'sec' if there is
no default.
Returns
-------
OBBject
results : List[SicSearch]
Serializable results.
provider : Optional[Literal['sec']]
Provider name.
warnings : Optional[List[Warning_]]
List of warnings.
chart : Optional[Chart]
Chart object.
extra : Dict[str, Any]
Extra info.
SicSearch
---------
sic : Optional[int]
Sector Industrial Code (SIC) (provider: sec)
industry : Optional[str]
Industry title. (provider: sec)
office : Optional[str]
Reporting office within the Corporate Finance Office (provider: sec)
Example
-------
>>> from openbb import obb
>>> obb.regulators.sec.sic_search("real estate investment trusts").results
""" # noqa: E501
return self._run(
"/regulators/sec/sic_search",
**filter_inputs(
provider_choices={
"provider": self._get_provider(
provider,
"/regulators/sec/sic_search",
("sec",),
)
},
standard_params={
"query": query,
"use_cache": use_cache,
},
extra_params=kwargs,
)
)
@exception_handler
@validate
def symbol_map(
self,
query: Annotated[str, OpenBBCustomParameter(description="Search query.")] = "",
use_cache: Annotated[
Optional[bool],
OpenBBCustomParameter(
description="Whether or not to use cache. If True, cache will store for seven days."
),
] = True,
provider: Optional[Literal["sec"]] = None,
**kwargs
) -> OBBject:
"""Map a CIK number to a ticker symbol, leading 0s can be omitted or included.
Parameters
----------
query : str
Search query.
use_cache : Optional[bool]
Whether or not to use cache. If True, cache will store for seven days.
provider : Optional[Literal['sec']]
The provider to use for the query, by default None.
If None, the provider specified in defaults is selected or 'sec' if there is
no default.
Returns
-------
OBBject
results : SymbolMap
Serializable results.
provider : Optional[Literal['sec']]
Provider name.
warnings : Optional[List[Warning_]]
List of warnings.
chart : Optional[Chart]
Chart object.
extra : Dict[str, Any]
Extra info.
SymbolMap
---------
symbol : Optional[str]
Symbol representing the entity requested in the data. (provider: sec)
Example
-------
>>> from openbb import obb
>>> obb.regulators.sec.symbol_map("0000789019").results.symbol
>>> MSFT
""" # noqa: E501
return self._run(
"/regulators/sec/symbol_map",
**filter_inputs(
provider_choices={
"provider": self._get_provider(
provider,
"/regulators/sec/symbol_map",
("sec",),
)
},
standard_params={
"query": query,
"use_cache": use_cache,
},
extra_params=kwargs,
)
)